Both sides previous revision Previous revision Next revision | Previous revision |
cats:procedures:traffic:batchtraffic [2022/06/30 17:55] – amanda | cats:procedures:traffic:batchtraffic [2022/06/30 22:45] (current) – amanda |
---|
====Batch Traffic Listing==== | ====Batch Traffic Listing==== |
On the CATS homescreen, you can lookup a list of traffic screens based on a multi-filter system. This tool enables you to display all screens that meet certain criteria. | On the CATS homescreen, you can lookup a list of traffic screens based on a multi-filter system. This tool enables you to display all screens that meet certain criteria. |
On the homescreen, enable this option by clicking on the Layout button, then choosing “Traffic Listing” and enabling it. | Enable this option by clicking on the Layout button, then choosing “Traffic Listing” and clicking the check mark to the left of it. |
| [{{:cats:procedures:traffic:homescreenlayoutwindow.png|Pick Traffic Listing to add it to the homescreen.}}] |
| |
Click on the "Click here to select records" link to change the applied filters. | Click on the "Click here to select records" link to change the applied filters. |
| [{{:cats:procedures:traffic:catshomescreentrafficlistingbox.png|Click on the link to select records using filters.}}] |
| |
Enter some filters and click the ''**Apply**'' button. | Enter some filters and click the ''**Apply**'' button to see the records that match those filters. |
| [{{:cats:procedures:traffic:trafficlistingenterfiltersapply.png|Enter some filters and pick Apply.}}] |
| |
| CATS will display the list of traffic screens that match those filters. |
| [{{:cats:procedures:traffic:trafficlisting_listoffilteredscreens.png|List of matching traffic screens.}}] |
| |
| <note tip>Filters are cumulative, meaning choosing one, then another, will apply both filters to the list of traffic screens.</note> |
| |
| <note important>For codes, exact matches are needed, or the list will return blank. Meaning, entering ''**9THWON**'' will not pull up any records, but ''**9THWOND**'' will find the correct items. For other fields, such as "Bill of Lading", only partial matches are needed.</note> |
| |
These are the icons, left to right: | These are the icons, left to right: |
* Pencil and green arrow: Open the batch edit screen (see the section below for more information). | * Pencil and green arrow: Open the [[https://catstoday.com/wiki/doku.php?id=cats:procedures:traffic:batchtraffic#batch_edit_traffic_screens|batch edit]] screen (see the section below for more information). |
* Browser (paper with blue ball): Print the list to HTML. | * Browser (paper with blue ball): Print the list to HTML. |
* Excel sheet (Excel x and paper): Open the list as a spreadsheet. | * Excel sheet (Excel x and paper): Open the list as a spreadsheet. |
| [{{:cats:procedures:traffic:trafficlisting_printedtoexcel.png|A list of traffic screens printed to Excel.}}] |
| |
<note tip>Filters are cumulative, meaning choosing one, then another, will apply both filters to the list of traffic screens.</note> | |
| |
====Batch Edit Traffic Screens==== | ====Batch Edit Traffic Screens==== |
You can see a list of screens that meet specific criteria and edit the fields on those screens and/or create a traffic order from a list of marks associated with those screens. | You can see a list of screens that meet specific criteria and edit the fields on those screens and/or create a traffic order from a list of marks associated with those screens. |
Under **File** > **Traffic** > **Batch Traffic** from the Main menu. | To access this area, pick **File** > **Traffic** > **Batch Traffic** from the Main menu. |
| [{{:cats:procedures:traffic:batchtraffic_accessfrommenu.png|Accessing the Batch Traffic Edit feature.}}] |
| |
Select from the list of available filters. | Select from the list of available filters using the ''**Change Filter**'' link. |
| [{{:cats:procedures:traffic:batchtraffic_listoffilters.png|Choose a filter to use to list traffic screens.}}] |
| |
You can include/exclude sales invoiced or allocated screens by checking and un-checking the provided boxes. | Enter a value for the filter and pick Apply. |
| [{{:cats:procedures:traffic:batchtraffic_enterfiltervalue.png|Enter a value in the filter and pick Apply.}}] |
| <note tip> |
| You can include/exclude sales invoiced or allocated screens by checking and un-checking the provided boxes.</note> |
| |
<note important>For codes, exact matches are needed, or the list will return blank. Meaning, entering ''**9THWON**'' will not pull up any records, but ''**9THWOND**'' will find the correct items.</note> | <note important>For codes, exact matches are needed, or the list will return blank. Meaning, entering ''**9THWON**'' will not pull up any records, but ''**9THWOND**'' will find the correct items. For other fields, such as "Bill of Lading", only partial matches are needed.</note> |
| |
<note tip>Filters are singular, meaning choosing one, then another, will apply only the LAST ENTERED filter to the list of traffic screens.</note> | <note tip>Filters are singular, meaning choosing one, then another, will apply only the LAST ENTERED filter to the list of traffic screens.</note> |
| |
| A list of matching screens will pop up. |
| Click on the ''**Batch Edit**'' button to change values on the screens and see a list of marks. |
| [{{:cats:procedures:traffic:batchtraffic_listofscreenspickbatchedit.png|Select Batch Edit to continue.}}] |
| |
| A typical traffic screen will be displayed. All fields with multiple values in them will display ''xxxxxxx'' to indicate this. If a value is displayed, that means all traffic screens have that same value on them. |
| To further see a breakdown of values or filter the list of screens by a particular value, click on that field. |
| [{{:cats:procedures:traffic:batchtraffic_locationfieldseebreakdown.png|Filter or see a breakdown of values for a field.}}] |
| |
| Select a value from that list and pick "Set Filter". |
| |
| Now we are filtering by just the screens that are ''**AF**''. |
| Pick "Edit" from the menu to change the values on the screen. |
| [{{:cats:procedures:traffic:batchtraffic_editthescreens.png|Edit the values on this screen.}}] |
| |
| Make all of the changes you want to on this screen. On the right, you will see a list of changes CATS will make. |
| [{{:cats:procedures:traffic:batchtraffic_listofchanges.png|A list of changes is displayed on the right of the screen.}}] |
| |
| Select the ''**Save**"' button to proceed with these listed changes. |
| * To clear a field, select "Clear" next to that value. |
| * To return a field to its previous value, pick "Reset". |
| [{{:cats:procedures:traffic:batchtraffic_clearresetvalues.png|Clear or Reset values in the changes.}}] |
| |